Who Owns NORTHERN LTS FD TR IV (FDLS)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $132.5M of NORTHERN LTS FD TR IV (FDLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Inspire Advisors, LLC ($51.6M), CREATIVE FINANCIAL DESIGNS INC /ADV ($19.1M), LPL Financial LLC ($7.7M), Strategic Equity Management ($6.9M), AE Wealth Management LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Inspire Advisors, LLC$51.6M1.2MAdded
2CREATIVE FINANCIAL DESIGNS INC /ADV$19.1M452,893Added
3LPL Financial LLC$7.7M182,936Added
4Strategic Equity Management$6.9M163,636Added
5AE Wealth Management LLC$4.6M108,218Added
6PAX Financial Group, LLC$4.3M102,053Trimmed
7Inspire Investing, LLC$4.2M99,722Added
8GOLDMAN SACHS GROUP INC$4.0M95,407Added
9MONEYWISE, INC.$3.7M87,113Added
10Belpointe Asset Management LLC$3.3M78,581Added
11OneAscent Financial Services LLC$2.9M69,410Added
12Cambridge Investment Research Advisors, Inc.$2.6M61,129Added
13Frontier Asset Management, LLC$1.9M45,058Trimmed
14ENVESTNET ASSET MANAGEMENT INC$1.8M43,008Trimmed
15Valmark Advisers, Inc.$1.5M35,713Trimmed
16RAYMOND JAMES FINANCIAL INC$1.5M35,132Trimmed
17Revisor Wealth Management LLC$1.1M26,634Added
18Simplicity Wealth,LLC$975,09923,068New
19OSAIC HOLDINGS, INC.$876,46320,736Added
20Discipline Wealth Solutions, LLC$854,95320,226New
21Pinnacle Financial Partners, Inc.$817,75519,346Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$658,39815,576New
23CITADEL ADVISORS LLC$647,49215,318New
24Cetera Investment Advisers$636,03815,047Added
25Envestnet Portfolio Solutions, Inc.$580,07113,723Trimmed

Source: SEC Form 13F filings · as of 2026-06-30